Whether you sell directly or via agents/brokers, providing advice and recommending the right product is crucial to acquiring new customers and rounding/expanding current account relationships.
Vlocity has you covered. Our best-in-class technology provides unparalleled views of current customer product portfolios and advanced policy/plan acquisition processes. Vlocity business rules and industry interaction framework guide internal users, intermediaries, or the customer through pre-qualification, application, and quoting processes. For Employee Benefits providers, Vlocity’s CPQ capabilities can simplify data collection, plan selection and configuration.
Challenged with cross-selling additional coverages, additional new products, and additional new insurance services?
Vlocity’s technology not only makes it readily apparent what business your customers currently do with you, but also makes it easy to discover what additional opportunities exist. Additionally, Vlocity provides Intelligent technology that provides the best policy/plan offer at the time of customer interaction.